Summary
Partners Wealth Management has acquired Johnston Carmichael Wealth, an award-winning financial planning and independent advice firm, as part of its growth strategy to expand its regional presence and strengthen its position as the UK's leading independent financial planning and wealth management firm.
Summary of transaction details:
- Value: Not disclosed
- Sector: Financial Services
- Advisor: Not disclosed
- Key Entities: Partners Wealth Management, Johnston Carmichael Wealth
- Location: UK
Note: The acquisition is expected to enhance the firm's capabilities and provide greater value to its clients, combining the strengths of two excellent firms to create a truly class-leading offering.
Lead Investor / Acquirer
Partners Wealth Management
Advising Broker
Undisclosed Firm
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Exited prioritisedOriginal Source
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